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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
176
Two Sigma Investments
New York
$973K +$921K +12,039 New
CIC
177
Carnegie Investment Counsel
Ohio
$965K -$51.2K -670 -5%
WWA
178
WCG Wealth Advisors
Nevada
$948K -$149K -1,950 -14%
SW
179
SteelPeak Wealth
California
$926K -$116K -1,513 -12%
CHAM
180
Clear Harbor Asset Management
Connecticut
$922K -$7.5K -98 -0.9%
RGF
181
Retirement Guys Formula
Ohio
$920K +$624K +8,155 +252%
BW
182
BIP Wealth
Georgia
$914K -$184K -2,402 -18%
CWM
183
Cornerstone Wealth Management
Missouri
$912K +$97.3K +1,272 +13%
DADC
184
D.A. Davidson & Co
Montana
$907K +$26.8K +351 +3%
SIAS
185
Summit Investment Advisory Services
Minnesota
$905K -$6.27K -82 -0.7%
HI
186
Harbour Investments
Wisconsin
$905K -$122K -1,589 -12%
SF
187
Summit Financial
New Jersey
$888K +$436K +5,696 +108%
RZH
188
Relyea Zuckerberg Hanson
Connecticut
$886K +$7.65K +100 +0.9%
SI
189
Stephens Inc
Arkansas
$881K +$15.1K +197 +2%
KA
190
Kovack Advisors
Florida
$874K +$9.25K +121 +1%
RIA
191
Regal Investment Advisors
Michigan
$874K -$75.7K -990 -8%
IAS
192
Insigneo Advisory Services
Florida
$872K +$1.76K +23 +0.2%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$851K -$76 -1 -0%
BRWA
194
B. Riley Wealth Advisors
Florida
$850K -$32.7K -427 -4%
CW
195
CreativeOne Wealth
Kansas
$847K -$3.44K -45 -0.4%
LGA
196
Lebenthal Global Advisors
New York
$844K +$10.7K +140 +1%
BRWM
197
Blue Rock Wealth Management
North Carolina
$829K -$106K -1,390 -12%
IA
198
Intellus Advisors
Florida
$828K -$38.5K -504 -5%
BFA
199
Beacon Financial Advisory
Ohio
$828K +$32.1K +420 +4%
SPWM
200
Straight Path Wealth Management
Michigan
$823K +$15.4K +201 +2%